future tax brackets « Atlanta Planning Guys

Posts Tagged ‘future tax brackets’

The Tax Man Cometh

Monday, May 24th, 2010 by Charles Mayfield, CFP®

In recent weeks, Cass and I have devoted a great deal of time talking about the unique opportunities for our clients in 2010 regarding taxes. From Roth IRAs to Long Term ... more »

Tags: Capital Gains Taxes, dividends, favorable tax treatment, future tax brackets, Long Term Capital Gains, tax brackets, tax cuts, tax planning, tax-exempt investments, taxes on ordinary dividends
Posted in Financial Planning, Investments | No Comments »

To Roth, or Not to Roth

Tuesday, April 6th, 2010 by Cass Chappell, CFP®

My official "stance" on the Roth Conversion opportunity Executive Summary: It’s at the bottom of this post. But, read the whole article…it’ll be more fun. In a prior post, I showed how using funds ... more »

Tags: future tax brackets, Investor Fear, IRA distributions, opportunity cost of waiting, Pay now or Pay later, Roth 2010, Roth contributions, Roth conversion, Roth Conversion Opportunity, Roth IRA, Roth IRA Conversion, Roth opportunity, side account, Tax-free withdrawals
Posted in Financial Planning, Roth IRAs | No Comments »

Financial Planning offered through Chappell Financial Group, a Registered Investment Advisor

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

CFP® & CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The opinions voiced in this material are for informational purposes only and are not intended to be specific advice for any individual. Stock investing involves risk including loss of principal. To determine which investment(s) may be appropriate for you, please consult a financial advisor on your specific situation prior to investing. All performance referenced is historical and is not a guarantee of future results.

These articles are historical and based on information that was current at the time of initial print. They contain information that has changed. Staff and business names may have changed. We now offer financial planning through Chappell Financial Group, A Registered Investment Advisor and separate entity from LPL Financial.

Nothing stated herein is intended to be tax or legal advice and is for informational purposes only. Please consult a tax and/or legal professional on your specific situation.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Investment products and services available only to residents of: Georgia (GA), Alabama (AL), Florida (FL), Indiana (IN), Missouri (MO), New Jersey (NJ), New York (NY), Ohio (OH), Texas (TX), and Tennessee (TN).

We are licensed to sell insurance products in the following states: Georgia (GA), Colorado (CO), Florida (FL), Minnesota (MN), Ohio (OH), South Carolina (SC), and Tennessee (TN).

If you are not a resident of any of the above listed states, please exit this website.

Blog design by AirTight Design
Entries (RSS) and Comments (RSS).

-->